Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca
ExxonMobil, Enterprise Products Partners, and Brookfield Renewable are safe income plays.
Yardeni Research President Ed Yardeni joins Josh Lipton on Market Domination Overtime to break down why he's S&P 500 (^GSPC) year-end outlook down to $7,900.
The stock market traded sideways on Friday to wrap the Dow Jones Industrial Average’s worst week since March. The blue-chip index fell 122 points, or 0.2%. The S&P 500 ticked 0.2% higher, while the Nasdaq Composite rose 0.4% and actually finished the week higher.
Warren Buffett has a playbook for moments like this one.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
XRP rose on Friday as oil prices eased and the SEC offered limited relief for tokenized-stock trading.
RenaissanceRe trades at $328.71 per share and has stayed right on track with the overall market, gaining 11.2% over the last six months. At the same time, the S&P 500 has returned 14%.
Bitcoin is higher Friday as oil prices retreat and the SEC offers limited relief for tokenized-stock trading.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Coinbase trades at a steep premium as diversification, global expansion and recurring revenues support growth as crypto volatility and earnings pressures loom.
Over the last six months, Watsco’s shares have sunk to $305.50, producing a disappointing 19.2% loss - a stark contrast to the S&P 500’s 14% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Warren Buffett is further removing himself from Berkshire Hathaway's management.
Rockwell Automation has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 16% to $411.78 per share while the index has gained 14%.
iShares delivered stronger five-year returns and lower volatility, while Vanguard offers a lower expense ratio and higher yield for income-focused investors.
Even though LSI (currently trading at $20.29 per share) has gained 6.1% over the last six months, it has lagged the S&P 500’s 14% return during that period. This may have investors wondering how to approach the situation.
While the S&P 500 is up 14% since March 2026, Hexcel (currently trading at $88.04 per share) has lagged behind, posting a return of 8.6%. This might have investors contemplating their next move.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
Vertex Pharmaceuticals has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 13.9% to $514.18 per share while the index has gained 14%.
Should you take the market's small discount now, or hold out for a bigger one?
Sixth Street Specialty Lending has been treading water for the past six months, holding steady at $18.19. The stock also fell short of the S&P 500’s 14% gain during that period.
BNY currently trades at $153.89 and has been a dream stock for shareholders. It’s returned 210% since September 2021, nearly tripling the S&P 500’s 73.7% gain. The company has also beaten the index over the past six months as its stock price is up 34.2% thanks to its solid quarterly results.
Artisan Partners currently trades at $37.33 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also fell short of the S&P 500’s 14% gain during that period.
Waste Connections' shares fall 10.7% over the past year, but solid Q2 growth, a raised 2026 outlook and acquisitions support prospects amid cost and volume pressures.
Samsara (IOT) trades near $40, about 88% of its 52-week high. Over the past year the stock has gone nowhere, up 1.3% against 17% for the S&P 500. The easy read is that the AI that analysts keep asking about is not showing up in the money. It is showing up. It arrives bolted to hardware, and paying upfront for more of that hardware as growth accelerates is why Samsara now expects a thinner cash margin and a fatter operating margin for fiscal 2027.
The chipmaker got a boost from its upcoming inclusion in a high-profile benchmark.
Over the past six months, Banner Bank has been a great trade, beating the S&P 500 by 7.7%. Its stock price has climbed to $70.82, representing a healthy 21.7% increase. This run-up might have investors contemplating their next move.